Position in UNH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,058,199
+$706,873 QoQ
Shares Held
4,952
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#1,390
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026VISTA INVESTMENT MANAGEMENT holds $4,200,683 across 2 Healthcare Plans names. UNH ranks #2 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
5,540 | $2,142,484 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
4,952 | $2,058,199 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,058,199 | 4,952 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,351,326 | 4,994 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,645,928 | 4,986 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,686,790 | 4,885 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,629,731 | 5,224 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,124,330 | 4,056 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,124,106 | 4,199 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,379,647 | 4,070 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,107,827 | 4,139 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,002,545 | 4,048 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,917,930 | 3,643 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,838,276 | 3,646 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,741,358 | 3,623 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,595,936 | 3,377 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,793,598 | 3,383 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,733,297 | 3,432 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,825,954 | 3,555 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,879,239 | 3,685 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,851,390 | 3,687 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,487,156 | 3,806 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,517,667 | 3,790 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,439,166 | 3,868 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,357,482 | 3,871 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,218,397 | 3,908 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,179,505 | 3,999 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,017,969 | 4,082 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||